When you interact with our website and services, we may collect personal information including your name, email address, phone number, and details about your inquiry or consultation request. This information is collected through contact forms, consultation booking requests, and other voluntary submissions.
We use the information you provide to respond to your inquiries, provide consultation services, and communicate with you about your booking requests. We may also use your information to improve our website and services, and to send you relevant updates about tax strategies and financial planning opportunities that may be of interest to you.
Our website utilizes third-party services to support our operations. These services include Supabase for secure form data storage, Calendly for appointment booking and scheduling, and Vercel for website hosting. We do not sell or share your personal data with third parties for marketing purposes. Your information is only shared with these service providers to the extent necessary to deliver the services you request.
Our website makes minimal use of cookies. We currently do not utilize tracking cookies or analytics that collect behavioral data. If analytics tools such as Google Analytics are added to our website in the future, this privacy policy will be updated to reflect those changes and your consent options.
We take the protection of your personal information seriously and implement reasonable security measures to safeguard your data from unauthorized access, alteration, and disclosure. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
As a Canadian resident, you have rights under the Personal Information Protection and Electronic Documents Act (PIPEDA). These rights include:
To exercise any of these rights, please contact us using the information provided below.
If you have questions about this privacy policy or about how we handle your personal information, please contact us at:
Kevin J. Johnston
108-4301B STE 409 South Park Drive
Stony Plain, Alberta T7Z 2A9